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PRINCIPAL FINANCIAL GROUP INC: LOB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRINCIPAL FINANCIAL GROUP INC on LOB, newest first. How the timeline and the estimate are built.

PRINCIPAL FINANCIAL GROUP INC held 5,280 LOB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,280 shares
    Change vs previous 13F +5,280 shares

    <0.01% of the 13F portfolio, value $215,635.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,009 shares

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 7,009 shares
    Change vs previous 13F +1,392 shares

    <0.01% of the 13F portfolio, value $240,759.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,617 shares
    Change vs previous 13F +489 shares

    <0.01% of the 13F portfolio, value $197,831.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,128 shares
    Change vs previous 13F -24,309 shares

    <0.01% of the 13F portfolio, value $152,814.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 5,128 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,437 shares
    Change vs previous 13F +298 shares

    <0.01% of the 13F portfolio, value $823,461.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 3,000 shares
    • PRINCIPAL FINANCIAL GROUP INC: 26,437 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,139 shares
    Change vs previous 13F +3,838 shares

    <0.01% of the 13F portfolio, value $1,152,448.

    13F-HR 0001085146-25-000661 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 3,000 shares
    • PRINCIPAL FINANCIAL GROUP INC: 26,139 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 25,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,198,509.

    13F-HR 0001085146-24-005276 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 1,502 shares
    • PRINCIPAL FINANCIAL GROUP INC: 23,799 shares

    Acceptance time not in the bulk data set (spec §4.2).